Mitchell S. Gilbert

Employer firm

Cohen & Steers Capital Management Inc. CRD 106266

$85.7B regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO CONSULTING SVCS, INDEX MAINTENANCE SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 04/2023
  Fisher Investments
  Tampa, FL
• 06/2020 → 08/2020
  Aflac
  Silver Spring, MD
• 06/2019 → 08/2019
  Colorcon
  Harleysville, PA
• 05/2018 → 07/2018
  Pitcairn Properties
  Wayne, PA
• 06/2021 → 07/2021
  Indian Valley Country Club
  Telford, PA
• 06/2017 → 08/2017
  Colorcon
  West Point, PA
• 06/2016 → 08/2017
  Colorcon
  Harleysville, PA
• 06/2016 → 08/2017
  Colorcon
  West Point, PA
• 09/2011 → 06/2017
  North Penn School District
  Lansdale, PA
• 08/2020 → 05/2021
  Penn State University
  University Park, PA
• 08/2019 → 05/2020
  Penn State University
  University Park, PA
• 08/2018 → 05/2019
  Penn State University
  University Park, PA
• 08/2017 → 05/2018
  Penn State University
  University Park, PA
• 05/2023 → 12/2023
  Pacer Financial, Inc.
  Malvern, PA
• 05/2023 → 12/2023
  Pacer Advisors, Inc.
  Malvern, PA
• 01/2024 → Present
  Prudential Investment Management Services, Llc
  Newark, NJ
• 01/2024 → Present
  Pgim Investments, Llc
  Newark, NJ
• 04/2026 → Present
  Cohen & Steers Capital Management Inc.
  New York, NY
• 04/2026 → Present
  Cohen & Steers Securities, Llc
  New York, NY

Previous Registrations

• 2024-01-22 → 2026-04-23
  Pgim Investments Llc
  Newark, NJ
• 2023-07-20 → 2023-12-15
  Pacer Advisors, Inc.
  Malvern, PA
• 2021-12-17 → 2023-04-06
  Fisher Investments
  Plano, TX
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-06
• S65 Uniform Investment Adviser Law Examination
  2021-12-07

Other Names

• Mitch Gilbert
• Mitchell Gilbert
• Mitchell S. Gilbert
• Mitchell Scot Gilbert